Investment Advisory Questionnaire

Please answer all questions in order for us to evaluate Risk Assessment correctly

* Required

Name *

Email *

Mobile Number *

Date of birth *

1) Occupation/ Source of Income *

2) What is your Annual Income Range? *

3) What is the current size of your Investment Portfolio and Investable Asset Base? *

4) Do you have any outstanding Loans/Liabilities? *

5) In which of the following Investments Assets have you currently invested or have past Investment history? *

6) How would you describe your knowledge about Financial Investments? *

7) Given a choice, Which of the following options would you choose... *

8) How long do you wish to hold your investments? *

9) Given a choice, what would you more likely bet on... *

10) Do you have a Health Insurance Policy? Please select the answer with the most suitable reason. *

11) If you lose 20% of you money invested in an equity share, what would you do? *

12) You just sold an equity share in 10% loss, just after you sell the price increases to your initial investment price? What would you do? *

13) How would you describe your Risk Appetite? *